Whitford Financial Planning fees and pricing
Financial planner in Exton, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 21, 2026, Whitford Financial Planning charges a monthly fee of $500-$1,000 and a quarterly fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $500-$1,000/mo
“Fees are billed monthly in arrears, ranging from $500 - $1,000 per month.”
- Quarterly fee
- $1,500/qtr
“Our minimum quarterly fee is $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Whitford Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Whitford Financial Planning
- Principal: Michael Helveston
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18,652,231
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325988
- Phone
- (484) 881-0070
Other planners in Exton that publish fees
- Conestoga Wealth ManagementExton$200/hr, $1,000
- Legacy Advisory Services, LLCExton$250/hr
- Pace WealthExton$500/hr
- Prowell Financial Management, LLCExton$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.